Migrating Workpapers CS data to Virtual Office CS or SaaS

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To place a copy of your Workpapers CS SQL database within Virtual Office CS or SaaS, follow these instructions.

  1. Create a backup of your Workpapers CS SQL database. For instructions, see Backing up the firm database.
  2. Contact support at 800-968-0600, then press options 1,6,1 to have a Support representative setup a SharePoint FileShare for you to upload your data.

    Support Reps: It is very important that you provide your contact information on this call so the firm can contact you once the data is available on SharePoint.

    Use SharePoint FileShare to receive files.

  3. Upload the SQL database to your SharePoint. 
  4. Contact Support at 800-968-0600, then press options 1,6,1 to let us know that your SQL database has been uploaded.

Note: Databases are generally restored within 1 business day, depending on the size of the database and the time of day we receive the request.

Related topic: Getting started with Virtual Office CS or SaaS

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